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Planned Giving Officer

  • Job ID: 786137691
  • Status: Full-Time
  • Regular/Temporary: Regular
  • Hours: 8:30-5
  • Shift: Day Job
  • Facility: UPMC Children's Hospital of Pittsburgh
  • Department: Planned Giving
  • Location: 105 40th Street, Pittsburgh PA 15201
  • Union Position: No
  • Salary Range: $0 / hour

Description

Purpose:
The Planned Giving Officer, under the general supervision of the Director, Development, is responsible for the ongoing qualification, cultivation, solicitation, and stewardship of a portfolio of Children’s Hospital of Pittsburgh Foundation most committed donors, and to serving as a gift-planning resource for fundraisers across all lines of revenue. Gift planning plays a significant role in increasing revenue and gift commitments available for furtherance of UPMC Children’s Hospital of Pittsburgh’s mission. 

Responsibilities:

  • Personally contact, develop, assist, and steward prospects to develop individualized giving plans that maximize tax savings, personal philanthropic objectives, and gifts to Children’s.  This includes preparing and presenting appropriate proposals to donors, and recording, reporting and maintaining informational files on all prospect development contacts and responses. 
  • Maintain working knowledge of laws, regulations, and advisable marketing techniques related to estate planning, and maintain ties to local Probate and Trust section of the Allegheny County Bar Association.
  • Maintain consistent contact with and plan strategies for reaching out to professionals in fields with clients who are potentially interested in establishing planned gifts.
  •  Assist with special projects as needed.
  • Participate in appropriate professional organizations at the local and regional levels. 
  • Provide orientation, information, and promotion of the gift-planning program across the Children’s staff and fundraising team
  • In partnership with Director, Development, develop strategies for marketing and outreach to build comprehensive planned giving program.
  • In partnership with strategic engagement, manage legacy donor society for donors who establish deferred gifts and/or life income plans.
  • Prepare moves management plans to cultivate current donors and solicit new donors.
  • Oversee and manage estate administration
  • Plan strategies for discovering and developing relationships with new and existing estate and tax advisers.

 

Qualifications

  • Bachelor's degree
  • 3 to 5 years of experience in fundraising and/or the equivalent professional experience.
  • A proven record of success in building donor relationships and securing planned and major gifts. 
  • Experience in planned giving and thorough knowledge of planned giving best practices preferred
  • Creative problem solving skills, strong written and oral communication and excellent interpersonal skills are required
  • Organizational ability to plan and implement diverse activities related to fundraising
  •  Analytical ability to monitor and evaluate strategies and projects
  • Creative vision to cultivate and motivate existing donors and to identify and solicit new legacy donors
  •  Ability to meet deadlines and goals
  • Knowledge of Windows and Microsoft Office programs required
  • Familiarity with Raiser's Edge software preferred
  • Willingness to travel occasionally for donor visits and events, and work evenings and weekends as duties require


Licensure, Certifications, and Clearances:

  • Act 31 Child Abuse Reporting with renewal
  • Act 33 with renewal
  • Act 34 with renewal
  • Act 73 FBI Clearance with renewal

  • UPMC is an Equal Opportunity Employer/Disability/Veteran

Total Rewards

More than just competitive pay and benefits, UPMC’s Total Rewards package cares for you in all areas of life — because we believe that you’re at your best when receiving the support you need: professional, personal, financial, and more.

Our Values

At UPMC, we’re driven by shared values that guide our work and keep us accountable to one another. Our Values of Quality & Safety, Dignity & Respect, Caring & Listening, Responsibility & Integrity, Excellence & Innovation play a vital role in creating a cohesive, positive experience for our employees, patients, health plan members, and community. Ready to join us? Apply today.

   Current UPMC employees must apply in HR Direct